Don't Expect Energy Transitions to Come Soon

In The American magazine, Vaclav Smil (a Distinguished Professor at the University of Manitoba) wrote a "big idea" piece titled "Moore’s Curse and the Great Energy Delusion" (nothing to do with Patrick Moore). Smil's piece rebuts Al Gore's claim that the US can completely transition to wind and solar in ten years, but also goes on to convey the bigger idea which is that energy transitions take decades to happen not years. Below are many nuggets from his piece that readers will enjoy. (I almost pasted the whole thing because I think it's that good but of course you readers may not go to the article then.) Enjoy!

During the early 1970s we were told by the promoters of nuclear energy that by the year 2000 America’s coal-based electricity generation plants would be relics of the past and that all electricity would come from nuclear fission. What’s more, we were told that the first generation fission reactors would by then be on their way out, replaced by super-efficient breeder reactors that would produce more fuel than they were initially charged with.

During the early 1980s some aficionados of small-scale, distributed, “soft” (today’s “green”) energies saw America of the first decade of the 21st century drawing 30 percent to 50 percent of its energy use from renewables (solar,wind, biofuels). For the past three decades we have been told how natural gas will become the most important source of modern energy: widely cited forecasts of the early 1980s had the world deriving half of its energy from natural gas by 2000. And a decade ago the promoters of fuel cell cars were telling us that such vehicles would by now be on the road in large numbers, well on their way to displacing ancient and inefficient internal combustion engines.

These are the realities of 2008: coal-fired power plants produce half of all U.S. electricity, nuclear stations 20 percent, and there is not a single commercial breeder reactor operating anywhere in the world; in 2007 the United States derives about 1.7 percent of its energy from new renewable conversions (corn-based ethanol, wind, photovoltaic solar, geothermal); natural gas supplies about 24 percent of the world’s commercial energy—less than half the share predicted in the early 1980s and still less than coal with nearly 29 percent; and there are no fuel-cell cars.

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The absolute quantities needed to capture a significant share of the market, say 25 percent, are huge because the scale of the coming global energy transition is of an unprecedented magnitude. By the late 1890s, when combustion of coal (and some oil) surpassed the burning of wood, charcoal, and straw, these resources supplied annually an equivalent of about half a billion tons of oil. Today, replacing only half of worldwide annual fossil fuel use with renewable energies would require the equivalent of about 4.5 billion tons of oil. That’s a task equal to creating de novo an energy industry with an output surpassing that of the entire world oil industry—an industry that has taken more than a century to build.

The scale of transition needed for electricity generation is perhaps best illustrated by deconstructing Al Gore’s July 2008 proposal to “re-power” America: “Today I challenge our nation to commit to producing 100 percent of our electricity from renewable energy and truly clean carbon-free sources within 10 years. This goal is achievable, affordable, and transformative.”

Let’s see. In 2007 the country had about 870 gigawatts (GW) of electricity-generating capacity in fossil-fueled and nuclear stations, the two nonrenewable forms of generation that Gore wants to replace in their entirety. On average, these thermal power stations are at work about 50 percent of the time and hence they generated about 3.8 PWh (that is, 3.8 x 10^15 watt-hours) of electricity in 2007. In contrast, wind turbines work on average only about 23 percent of the time, which means that even with all the requisite new high-voltage interconnections, slightly more than two units of wind-generating capacity would be needed to replace a unit in coal, gas, oil, and nuclear plants. And even if such an enormous capacity addition—in excess of 1,000 GW—could be accomplished in a single decade (since the year 2000, actual additions in all plants have averaged less than 30 GW/year!), the financial cost would be enormous: it would mean writing off the entire fossil-fuel and nuclear generation industry, an enterprise whose power plants alone have a replacement value of at least $1.5 trillion (assuming at least $1,700/installed kW), and spending at least $2.5 trillion to build the new capacity.

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To think that the United States can install in 10 years wind and solar generating capacity equivalent to that of thermal power plants that took nearly 60 years to construct is delusional.

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There is no common underlying process to explain the gradual nature of energy transitions. In the case of primary energy supply, the time span needed for significant market penetration is mostly the function of financing, developing, and perfecting necessarily massive and expensive infrastructures. For example, the world oil industry annually handles more than 30 billion barrels, or four billion tons, of liquids and gases; it extracts the fuel in more than 100 countries and its facilities range from self-propelled geophysical exploration rigs to sprawling refineries, and include about 3,000 large tankers and more than 300,000 miles of pipelines. Even if an immediate alternative were available, writing off this colossal infrastructure that took more than a century to build would amount to discarding an investment worth well over $5 trillion—but it is quite obvious that its energy output could not be replicated by any alternative in a decade or two.

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New promises of rapid shifts in energy sources and new anticipations of early massive gains from the deployment of new conversion techniques create expectations that will not be met and distract us from pursuing real solutions.

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The historical verdict is unassailable: because of the requisite technical and infrastructural imperatives and because of numerous (and often entirely unforeseen) socio-economic adjustments, energy transitions in large economies and on a global scale are inherently protracted affairs. That is why, barring some extraordinary commitments and actions, none of the promises for greatly accelerated energy transitions will be realized, and during the next decade none of the new energy sources and prime movers will make a major difference by capturing 20 percent to 25 percent of its respective market. A world without fossil fuel combustion is highly desirable and, to be optimistic, our collective determination, commitment, and persistence could accelerate its arrival—but getting there will demand not only high cost but also considerable patience: coming energy transitions will unfold across decades, not years.

I'm definitely keeping this piece handy!